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Name Holding Trade Value Shares
Change
Change in
Stake
VBWMG
726
Von Berge Wealth Management Group
California
$271K -$36.9K -499 -12%
MIS
727
Morningstar Investment Services
Illinois
$270K +$263K +3,553 New
GKWIM
728
Gerber Kawasaki Wealth & Investment Management
California
$269K +$3.25K +44 +1%
FFG
729
Fortem Financial Group
California
$268K -$10.3K -139 -4%
PTCG
730
Pring Turner Capital Group
California
$266K
JIC
731
Johnson Investment Counsel
Ohio
$265K -$3.25K -44 -1%
CPC
732
Congress Park Capital
New York
$265K +$39.2K +530 +18%
AAS
733
Ameritas Advisory Services
Nebraska
$262K -$591 -8 -0.2%
EFMC
734
Empire Financial Management Company
New York
$262K
CFAM
735
Center For Asset Management
Florida
$261K -$2.14K -29 -0.8%
JIC
736
Joel Isaacson & Co
New York
$259K +$517 +7 +0.2%
OAM
737
Oak Asset Management
California
$259K -$7.39K -100 -3%
CHP
738
Cable Hill Partners
Oregon
$259K +$249K +3,372 New
CAM
739
Cidel Asset Management
Ontario, Canada
$257K +$10.6K +144 +4%
WC
740
Weil Company
California
$251K
CCA
741
Childress Capital Advisors
Texas
$251K +$31.2K +422 +15%
MFG
742
Merit Financial Group
Georgia
$251K -$86.9K -1,176 -26%
AP
743
Atwood & Palmer
Missouri
$251K
Federated Hermes
744
Federated Hermes
Pennsylvania
$249K -$6.43K -87 -3%
LWM
745
Lakeridge Wealth Management
Ohio
$249K +$370 +5 +0.2%
EWM
746
Empirical Wealth Management
Washington
$248K +$241K +3,258 New
RPC
747
Rossmore Private Capital
Connecticut
$248K
MBI
748
May Barnhard Investments
Maryland
$248K
1SB
749
1ST Source Bank
Indiana
$247K -$46K -622 -16%
GLA
750
Great Lakes Advisors
Illinois
$247K +$240K +3,250 New